Freelance client onboarding checklist

Confirm the assignment0/6

• Summarise the client’s main goal in one sentence
• List the deliverables included in the agreed scope
• Record the work that is outside the agreed scope
• Confirm the project’s target dates
• Record the agreed payment schedule
• Confirm acceptance of the proposal before starting

Set up communication0/6

• Identify the main day-to-day client contact
• Identify who approves the deliverables
• Agree where project questions will be discussed
• Agree how feedback will be collected
• Confirm the expected response times on both sides
• Ask about planned absences that affect the schedule

Gather the starting documents0/6

• Request the brief and existing reference materials
• List the documents still needed from the client
• Create a shared client folder with DocBunker to collect project documents
• Use clear names for the initial folders and files
• Check that the client can submit the requested files
• Request named user access instead of shared passwords where possible

Prepare the kickoff0/6

• Send a short agenda for the kickoff meeting
• Write down unresolved questions before the meeting
• Confirm who provides each missing input
• Agree the first concrete milestone
• Send a written recap of decisions and next steps
• Schedule the first progress check